Financial Advisor

3 weeks ago

London, United Kingdom Financial Divisions Full time

Practice Manager – St. James's Place Partner Practice Location: North London (Stunning Offices) Salary: £30,000 – £50,000 (DOE) + Benefits Hours: Full-time, Office-Based About the Practice An established and highly regarded St. James's Place Partner Practice based in North London is seeking an experienced and dynamic Practice Manager to oversee the day-to-day operations of the business. The Practice provides bespoke financial planning and wealth management advice to private clients, renowned for its exceptional client service and long-term relationships. Operating from beautiful, modern offices, this is an excellent opportunity for an organised and motivated professional to join a growing and ambitious team. The Role As Practice Manager, you will play a pivotal role in ensuring the smooth and efficient running of the Practice. You'll lead and support the administration and paraplanning teams, oversee client servicing and compliance processes, and work closely with the Partner to enhance business performance and client satisfaction. Key Responsibilities Oversee daily operations, ensuring efficient workflows and exceptional client service. Manage and support the admin and paraplanning teams, including regular check-ins and performance reviews. Maintain and monitor compliance procedures in line with SJP and FCA requirements. Coordinate client review meetings, manage diaries, and ensure timely completion of all related documentation. Support the Partner with management reporting, business planning, and process improvements. Maintain accurate records using the Practice's CRM systems. Act as the main point of contact for operational queries from clients, SJP, and internal team members. About You Proven experience in a Practice Management, Operations, or Senior Administrative role within an SJP Partner Practice or wealth management firm. Strong leadership and organisational skills, with the ability to manage multiple priorities effectively. Excellent understanding of financial services processes, client servicing, and regulatory compliance. High attention to detail with a proactive, solutions-focused mindset. Confident communicator with strong interpersonal skills and a client-first approach. Proficient in Microsoft Office and CRM systems (Salesforce or Intelliflo experience advantageous). What's on Offer Competitive salary £35,000 – £50,000, depending on experience. Discretionary bonus and pension contribution. Supportive, professional environment within a highly respected SJP Partner Practice. Ongoing professional development and opportunities for progression. A stunning office setting in North London, fostering a collaborative and high-performing culture. If you're an ambitious Adviser looking to grow your career within a respected, client-focused firm — my client would love to hear from you. Please contact Sam at Financial Divisions Samn@negbenebor@financialdivisions.co.uk

  • FINANCIAL ADVISOR SPAIN

    1 day ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the Financial Advisor Spain role at International Financial Advisor JobsContinue with Google Continue with Google2 months ago Be among the first 25 applicantsJoin to apply for the Financial Advisor Spain role at International Financial Advisor JobsJob DescriptionAn exciting opportunity has become available for an experienced UK financial...

  • financial and insurance advisor

    4 days ago

    London, Greater London, United Kingdom International Financial Advisor Jobs Full time £40,000 - £80,000 per year

    Do you combine your "power" with initiative and sales talent?If you like to work independently and are nevertheless a team player, then you are the ideal reinforcement for our client.Our client is a privately held insurance brokerage and financial advisory firm that offers its clients a wide range of financial products and services, including short- and...

  • FINANCIAL ADVISOR MALAYSIA

    1 day ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    My new client in Malaysia has a small, yet fully regulated and licensed brokerage. If you are an advisor in the region seeking positive change, this opportunity is worth considering. The client is also interested in quality advisers outside Malaysia who want to work or need a licensed entity to use RL360, Utmost, ITA, etc. Responsibilities Provide strategic...

  • ASSOCIATE FINANCIAL ADVISOR – SINGAPORE

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the Associate Financial Advisor – Singapore role at International Financial Advisor JobsContinue with Google Continue with Google2 months ago Be among the first 25 applicantsJoin to apply for the Associate Financial Advisor – Singapore role at International Financial Advisor JobsGet AI-powered advice on this job and more exclusive...

  • Financial Advisor

    2 days ago

    London Area, United Kingdom Advisor Link Full time

    Experienced Financial Advisor – Canary Wharf (Hybrid)Employment Type: Employed or Self-EmployedLocation: Canary Wharf, LondonQualification: Minimum Level 4 Diploma in Financial Planning (or equivalent)The CompanyOur client are a growing, forward-thinking financial services firm based in Canary Wharf, committed to delivering personalised, high-quality...

  • FINANCIAL ADVISORS WANTED IN PORTUGAL

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the FINANCIAL ADVISORS WANTED IN PORTUGAL role at International Financial Advisor JobsDue to aggressive and ambitious expansion our client is now accepting job applications from financial advisors to work in Portugal.Our client stands as a beacon of sustainability, recognition, and excellence, dedicated to enhancing the lives and financial...

  • FINANCIAL ADVISOR PATHWAY PROGRAM DUBAI

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the Financial Advisor Pathway Program Dubai role at International Financial Advisor Jobs 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. My client in Dubai is a borderless IFA practice, designed to help experienced advisers grow their business. Their international advisers operate...

  • FINANCIAL CONSULTANT – EU

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Join to apply for the Financial Consultant – EU role at International Financial Advisor Jobs3 months ago Be among the first 25 applicantsJoin to apply for the Financial Consultant – EU role at International Financial Advisor JobsEmbedCopy and paste this HTML code into your webpage to embed.FacebookTwitterEmailLinkEmbedCopy and paste this HTML code into...

  • INDEPENDENT FINANCIAL ADVISER SPAIN

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    OverviewOur British client in Spain is seeking an experienced and dedicated Independent Financial Advisor for an exciting opportunity to showcase expertise in the financial sector. They are a leading financial advisory firm based in Marbella, specializing in providing holistic financial advice to Expats living in the EU and also...

  • FINANCIAL ADVISOR BUDAPEST

    1 day ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    Our client is looking for an Investment Advisory Wealth Manager to join their team. They are a company that values sustainability, recognition, and making a real impact on people's lives and wallets. They offer training, career progression, and the opportunity to grow with the business.The company delivers personalized, independent financial advice to each...